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002192
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📌 002192, latest announcement! Performance increase exceeds 900%; previously saw three consecutive limit-down days! Many A-share companies urgently issue abnormal movement alerts
🍖 Qiao Ba says:
The performance forecast for Rongjie Co., Ltd. (002192) is indeed rather exaggerated. In the first three quarters, net profit is expected to increase by more than nine times, but the stock price had previously been locked in limit-down for three straight days. This suggests that the market’s concerns about the continued decline in lithium salt prices outweighed the short-term performance. Now the stock price is roughly in the 40–50 yuan range, which is more than 70% lower than the peak in 2022.
For ordinary investors, this is a typical “good news that has already been fully priced in” case. The lithium mining sector is too heavily affected by the carbonates of lithium price. Even if a company’s performance is good, when industry sentiment turns downward, funds still don’t dare to hold it for the long term. Compared with peers such as Ganfeng Lithium (002460), it faces the same dilemma of a sluggish lithium price, and the stock chart looks similar as well. The risk is that if lithium prices continue to fall further, this kind of earnings surge may just be a one-off, and next year’s performance is likely to drop significantly.
#002192 #002460 #A股
🍖 Qiao Ba says:
The performance forecast for Rongjie Co., Ltd. (002192) is indeed rather exaggerated. In the first three quarters, net profit is expected to increase by more than nine times, but the stock price had previously been locked in limit-down for three straight days. This suggests that the market’s concerns about the continued decline in lithium salt prices outweighed the short-term performance. Now the stock price is roughly in the 40–50 yuan range, which is more than 70% lower than the peak in 2022.
For ordinary investors, this is a typical “good news that has already been fully priced in” case. The lithium mining sector is too heavily affected by the carbonates of lithium price. Even if a company’s performance is good, when industry sentiment turns downward, funds still don’t dare to hold it for the long term. Compared with peers such as Ganfeng Lithium (002460), it faces the same dilemma of a sluggish lithium price, and the stock chart looks similar as well. The risk is that if lithium prices continue to fall further, this kind of earnings surge may just be a one-off, and next year’s performance is likely to drop significantly.
#002192 #002460 #A股
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